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Today

Bank Financial Services Representative (Personal Banker)

First Citizens Bank Huron, SD

Huron, SD

Today

Full time Client Relations Client Service Financial Services

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Job Description

The Financial Services Representative (FSR) supports sales and service delivery in the branch by building and expanding banking relationships through proactive outreach and customer service. The role focuses on deposit account openings, lending support, opportunity referral, and consistent adherence to regulatory and bank requirements in an onsite Huron, SD environment.

Role Overview

As an FSR, you will contribute to community-aligned sales and service execution while strengthening long-term customer relationships. Key duties include opening deposit accounts and related services, participating in lending activities (including consumer real estate secured), and identifying or referring sales opportunities to the appropriate bank partner.

Core Responsibilities

Meet individual and/or team financial, production, and relationship results based on assigned metrics and goals.
Align sales outcomes with community needs while supporting the organization’s commitment to diverse lending.
Engage customers, prospects, and referral sources through proactive outreach.
Represent the Bank in the community when appropriate by attending civic and community events to generate business and identify potential CRA opportunities.
Use sales practices designed to create value for both customers and the bank.
Partner on planning and preparation to ensure customer conversations include relevant financial guidance for informed decisions.
Build collaborative partnerships that deliver value for customers, prospects, and colleagues.
Initiate conversations to uncover sales or referral opportunities.
Listen attentively, ask insightful questions to understand customer needs and preferences, and take prompt action to address immediate needs.
Seek coaching, support bank initiatives, and leverage tools to optimize performance.
Comply with all regulations, bank policies, procedures, and delegated authorities related to credit, operational, reputational, regulatory, and legal risk for personal interactions, customer transactions, and financial exposures.
Complete required training by established deadlines.
Perform general office management duties as assigned to help maintain operational efficiency.
For associates in roles defined to take deposits: ensure transaction accuracy and operational efficiency for that function.

Required Qualifications

Minimum Required Education and Experience: Bachelor’s Degree and 1 years’ experience OR High School Diploma or GED/Equivalent and 5 years’ experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.
Sales Outreach: Self-starter who can manage daily calling activity to achieve required results.
Communication Skills (Interpersonal): Comfortable and confident proactively engaging in conversation.
Customer Service Skills: Builds trust and confidence with clients.
Adaptability: Learns and adapts quickly to new information and technology.
Teamwork: Works to develop strong relationships with team members and cross-functional partners.
Influence: Builds rapport with different personalities to drive positive outcomes.
Agility: Processes information quickly and moves through problem resolution.
Structured Sales Process: Applies a structured approach to sales execution.
Financial Guidance and Expertise: Provides financial guidance supported by financial literacy.
Retail Banking Knowledge: Understands retail banking products and services.

Preferred Experience

Financial services sales and telephone sales.

Required Licenses or Certifications

Where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role.

Skills and Position-Specific Focus

Application of a structured sales process
Providing financial guidance and expertise
Financial literacy
Knowledge of retail banking products and services

Benefits

Benefits are an integral part of total rewards at First Citizens Bank. The bank is committed to providing a competitive, thoughtfully designed, quality benefits program for associates. Additional information is available at https://jobs.firstcitizens.com/benefits.

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3mo ago

Financial Solutions Advisor Registration Candidate

Bank of America West Covina, CA

West Covina, CA

3mo ago Closed

$28 - $33/hr Full time Advisor Advisor Development Banking

This position is no longer accepting applications (closed Jul 5, 2026).

Job Description

Bank of America is seeking a Financial Solutions Advisor Registration Candidate to join its West Covina, California team. This Stage I role prepares you for the SIE, Series 7 and Series 66 licenses and advances you toward Stage II, with a focus on cultivating client relationships and delivering advisory solutions in a client-centric environment.

Location

West Covina, CA (onsite)

Salary

$28 - $33 per hour (USD)

Responsibilities

Obtain Securities Industry licenses (SIE, Series 7, Series 66) through dedicated and personalized classes.
Acquire, build, and manage client relationships.
Consider a client’s complex financial picture and guide them with advice and solutions to help them live their best financial lives, while humanizing financial interactions.
Begin working in a financial center to deliver Bank of America’s core banking, investment solutions and approach to client care.
Progress to Financial Solutions Advisor Stage II after successful Stage I, continuing to grow and deepen relationships within a portfolio of clients.
Participate in Academy programs, tools, and resources to support career development.

Requirements

Aptitude in obtaining required industry licenses.
Must be self-disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.

Job Description

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

We’ll Help You

Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
Get training and one-on-one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Skills

Advisory
Account Management
Client Experience Branding
Customer and Client Focus
Oral Communications
Issue Management
Client Solutions Advisory
Pipeline Management
Active Listening
Attention to Detail
Risk Management
Policies, Procedures, and Guidelines
Client Management
Causation Analysis
Written Communications

Schedule

Monday-Friday open availability required, with some Saturdays

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

Shift

1st shift (United States of America)

Hours Per Week

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6mo ago

Senior Branch Premier Banker - Commerce Square

Wells Fargo Philadelphia, PA

Philadelphia, PA

6mo ago Closed

Full time Senior Affluent Affluent Banking

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

Wells Fargo is a leading financial services company dedicated to innovation, community empowerment, and helping customers achieve success. A meaningful career here includes robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. The organization has been recognized for career growth, ranking among the top three and as the #1 financial services employer in the United States on the 2025 LinkedIn Top Companies list. This opportunity is based in Philadelphia, PA.

About this role

We are seeking a Senior Branch Premier Banker (SAFE) within Consumer and Small Business Banking as part of Branch Banking. Upon completing required licensing and SAFE registration, the incumbent will transition to the Senior Branch Premier Banker (SAFE) role. The profile below provides a general sense of responsibilities; daily duties will vary by branch and by banker depending on factors such as experience, client mix, available banking services, and client needs.

What you will do

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships through outreach and planned appointments.
Review and analyze moderately complex customer concerns for possible resolution using discretionary application of applicable resolution protocols.
Escalate banking related issues or business risks that require an in-depth evaluation.
Advise customers on various aspects of recommended and available financial options and services.
Maintain deep knowledge and understanding of Wells Fargo’s banking, credit, and investment financial solutions and services.
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to best meet the identified needs and goals, aligned with clients’ overall financial circumstances and objectives.
Understand and manage risks by adhering to policies, procedures, controls, and ensuring compliance with applicable laws and regulations.
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo options and services that will best meet customers’ financial needs and goals.
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to help customers succeed financially.
Exercise independent judgment and discretion in managing client relationships through regular meetings to review financial condition and goals, and provide advice on banking services and options to changing circumstances.
Be an active member of the branch team, including guiding other branch employees on developing relationships and managing moderately complex to complex client needs.
This SAFE position involves customer contact and duties that may include offering or negotiating terms and/or taking an application for a dwelling secured transaction. Compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations is required. Ongoing employment depends on meeting these requirements, including acceptable background investigations. Individuals in a SAFE role must also meet Loan Originator requirements under Regulation Z (LO) as described below.

Required Qualifications

4+ years of customer service experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
3+ years of experience recommending products and services.

Desired Qualifications

Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking.
Experience recommending financial services products and services; successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration.
State Insurance license(s).
3+ years of experience in a licensed financial services position.
Customer service focus with experience handling complex transactions across multiple systems.
Proficient in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Excellent verbal, written, and interpersonal communication skills.
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business.
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention.
Ability to follow policies, procedures, and regulations.
Ability to educate and connect customers to technology and share the value of self-service digital banking options.
Experience using strong business acumen to provide financial services consultation to small business customers.
Knowledge and understanding of financial services consumer lending products.
Ability to interact with integrity and professionalism with customers and employees.
High motivation with the ability to successfully meet team objectives while maintaining individual performance.
Experience mentoring and peer-coaching others.

Job Expectations

Ability to work a schedule that may include most Saturdays.
Adherence to Wells Fargo sales practices risk management culture.
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required.
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment.
State Insurance licenses are required for this role and must be completed within a specified period.
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance.
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) licenses is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fi

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Personal Banker Finance Jobs

Bank Financial Services Representative (Personal Banker)

Financial Solutions Advisor Registration Candidate

Senior Branch Premier Banker - Commerce Square

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